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  • Why SCI

    The Gathering 2018


    The Gathering

    Networking, Learning, and Advice

    The Gathering 2018

    Thursday, February 22nd and Friday, February 23rd

    The Westin San Diego Gaslamp Quarter

    91011966 El Camino Real
    San Diego, CA 92101


    Visit for details and updates.

    Holiday Special – BOGOHO Ho ho ho!
    Buy One Get One Half Off
    Offer ends January 1

    Sponsor-Exhibitor Application Coming Soon

    Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    Participation Fee:
    The Gathering – $420
    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    The Westin San Diego Gaslamp Quarter
    910 Broadway Circle
    San Diego, CA 92101

    Use this link to receive the Special Room Rate of $209.

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